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Saturday, October 3, 2026The Morning Brief →Sign in
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Northern Trust

In PWD coverage since September 10, 2026 · 16+ stories
5Deals on our tracker
-2Talent net · 12 months0 in · 2 out
Observed recruiting events · 12 monthsOn the wire →
Net -2 · 0 incoming events · 2 outgoing events
Gloria Fieldcamp
Aug 28 · advisor move
James Le Rose
Aug 28 · advisor move
Arrivals
None tracked.
Departures
William Hinson
Sep 11 · to Mercer Global Advisors
William Hinson
Sep 11 · to Mercer Advisors
Deal recordFull tracker →
Sep 28, 26Fund launch · $33B — coverage
Sep 28, 26Fund launch · $33 — coverage
Sep 27, 26Fund launchNorthern Trust Asset Management · $33B — coverage
Sep 23, 26Fund launchVictoryShares — coverage
Aug 26, 26Fund launchHarbor · YieldMax · Mast · MicroSectors · Hotchkis & Wiley · Hedgeye · Optimal · VanEck · Beacon Capital Management — coverage
PWD coverage
Data

Northwestern Mutual, Northern Trust and Citi each add family-office governance roles

Northwestern Mutual's platform gives advisers retainer-based access to more than 40 in-house specialists, while Northern Trust and Citi hired senior family-office and trust executives.
the_tape · Oct 2ETF Trends recap puts 2026 U.S. ETF inflows at a record $1.5 trillion
The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives
issuers · Sep 29BlackRock files to add ETF share classes to five active mutual funds
investments · Sep 29Fidelity's real estate debt fund files $451 million; Värde and Barings leave size blank
investments · Sep 29Fidelity files $451 million real estate debt fund; Northern Trust files $33 billion vehicle
the_tape · Sep 29BlackRock model rebalance sends $2.2 billion into iShares Large Cap Core Active ETF over five days
Features · Sep 29Northwestern Mutual launches family office platform; Citi and Northern Trust hire family office specialists
issuers · Sep 28Northern Trust will convert six mutual funds holding $33 billion into ETFs
launches · Sep 25The bond-ladder sweep and a Texas ticker
advisor_note · Sep 14Anthropic's advisor list will be won on fees, not logos
Features · Sep 14The employee channel now trades books, not brokers
The Close · Sep 13The AI wealth fight is now over distribution
Features · Sep 13The executive title is the new signing bonus
Moves · Sep 11Mercer's Atlanta hire bets on density, not a disclosed book
Moves · Sep 10Baird's Chandler office is being built from Edelman's bench
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